Good Morning: This is a daily review of the stocks in your portfolio, updated on Tuesday, August 12, 2025 at 7:14 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0229227 -0.0337910 9770.773 3
Buy_Hold 0.4133333 0.6699964 14882.996 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2420859 0.3790054 12420.86 4
Buy_Hold 0.2134104 0.3320762 12083.04 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000 0.000000 10000.0 0
Buy_Hold 1.5053 2.901674 33443.4 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BTBT

BTBT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3549257 0.5687195 13549.257 4
Buy_Hold -0.3103448 -0.4235048 6912.442 1

##### BTBT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BTBTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BULL

BULL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3998250 0.6463905 13998.25 2
Buy_Hold 0.2916666 0.4613834 12871.97 1

##### BULL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BULLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0542352 -0.0793341 9457.648 3
Buy_Hold 0.0639501 0.0962429 10732.073 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CMG

CMG sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0947494 -0.1371881 9052.506 3
Buy_Hold -0.3170331 -0.4317731 6840.894 1

##### CMG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CMGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0528597 0.0793467 10528.597 5
Buy_Hold -0.0334907 -0.0492417 9619.658 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

FIG

FIG sd indic
## [1] NA
## [1] NA
FIG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
FIGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3573700 0.5729164 13573.70 2
Buy_Hold 0.5516921 0.9179671 15973.15 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5620131 13510.15 2
Buy_Hold 1.9404763 3.9472098 30666.67 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOVR

HOVR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4659091 0.7629063 14659.09 2
Buy_Hold 1.1728395 2.1593222 27500.00 1

##### HOVR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOVRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

IONQ

IONQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1821963 0.2815975 11821.96 2
Buy_Hold 0.3705397 0.5955915 14132.08 1

##### IONQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
IONQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JOBY

JOBY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2025783 0.314487 12025.78 2
Buy_Hold 1.1745223 2.162950 22729.69 1

##### JOBY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JOBYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4205443 0.6826423 14205.44 3
Buy_Hold 0.0718207 0.1082855 10880.79 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2165657 -0.3035749 7834.343 1
Buy_Hold -0.4222289 -0.5565568 5875.757 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 0.9175483 1.6250031 19461.16 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0987091 0.1497479 10987.09 3
Buy_Hold 0.3504219 0.5609960 13622.14 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ON

ON sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0189425 -0.0279508 9810.575 3
Buy_Hold -0.3253116 -0.4419531 6503.728 1

##### ON Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0377359 0.0564438 10377.36 2
Buy_Hold 3.3036388 7.7009842 40352.94 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

PANW

PANW sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0784785 0.1185057 10784.785 5
Buy_Hold -0.1432792 -0.2048591 8666.993 1

##### PANW Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
PANWStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QBTS

QBTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7225951 1.239272 17225.95 2
Buy_Hold 4.8093648 12.574016 64813.43 1

##### QBTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QBTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RDDT

RDDT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1045700 0.1588511 11045.70 2
Buy_Hold 0.4733364 0.7761632 15656.03 1

##### RDDT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RDDTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RGTI

RGTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.302384 0.4793937 13023.84 2
Buy_Hold 4.089172 10.1557920 54539.25 1

##### RGTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RGTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0264453 0.0394502 10264.45 2
Buy_Hold 0.3186125 0.5068017 13082.04 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0543412 0.0815988 10543.41 2
Buy_Hold 0.0530046 0.0795669 10539.12 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2107300 -0.2958713 7892.700 1
Buy_Hold -0.2087485 -0.2932493 7970.115 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3784219 0.6092132 13784.22 3
Buy_Hold 5.0112359 13.2790476 66542.29 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ULTY

ULTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2616137 -0.3621041 7383.863 1
Buy_Hold -0.3996024 -0.5305727 6003.976 1

##### ULTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ULTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.3948802 -0.5250893 6051.198 3
Buy_Hold -0.5830180 -0.7265489 4131.456 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0464934 -0.0681406 9535.066 5
Buy_Hold 0.0657840 0.0990452 10374.547 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))